Nonprofit · EIN 35-6644474
K & M OTTERMAN TR FBO 1ST CHRI 5655000060
Tax-exempt · BIRMINGHAM, AL 35202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $19,078 | $10,653 | $8,425 | $248,115 | $0 | $248,115 |
| December 31, 2024 | 990-PF | $19,426 | $13,976 | $5,450 | $239,919 | $0 | $239,919 |
| December 31, 2023 | 990-PF | $19,395 | $16,744 | $2,651 | $234,467 | $0 | $234,467 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $7,004
- Net gain from sales of assets
- $11,850
- Other income
- $224
Expenses
- Grants and similar amounts paid
- $5,437
- Compensation of officers, directors and key employees
- $2,500
- Disbursements for charitable purposes
- $7,080
Balance sheet and other
- Total assets, start of year
- $239,919
- Total assets, end of year
- $248,115
- Total liabilities, end of year
- $0
- Net assets, end of year
- $248,115
- Fair market value of assets
- $296,251
- Qualifying distributions
- $7,080
- Net investment income
- $18,853
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 2050 PARKWAY OFFICE CIRCLE, HOOVER, AL 35244 | TRUSTEE | 1 | $2,500 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | TRUSTEE | 1 | $2,500 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPT 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | TRUSTEE | 1 | $2,500 |
Address and contacts
- Address (IRS master file)
- PO BOX 11647, BIRMINGHAM, AL 35202-1647
- In care of
- % REGIONS BANK TRUST DEPT
- Signed the 990-PF
- REGIONS BANK TRUSTEE, TRUST OFFICER
- Phone
- (205) 820-3141
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-6644474
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $248,115
- Income (IRS master file)
- $71,966
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $19,078 | $10,653 | $248,115 | XML |
| 990-PF | December 2024 | $19,426 | $13,976 | $239,919 | IRS |
| 990-PF | December 2023 | $19,395 | $16,744 | $234,467 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-6644474).
Questions about K & M OTTERMAN TR FBO 1ST CHRI 5655000060
- What is the EIN of K & M OTTERMAN TR FBO 1ST CHRI 5655000060?
- The employer identification number (EIN) of K & M OTTERMAN TR FBO 1ST CHRI 5655000060 is 35-6644474.
- Is K & M OTTERMAN TR FBO 1ST CHRI 5655000060 tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does K & M OTTERMAN TR FBO 1ST CHRI 5655000060 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of K & M OTTERMAN TR FBO 1ST CHRI 5655000060 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did K & M OTTERMAN TR FBO 1ST CHRI 5655000060 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of K & M OTTERMAN TR FBO 1ST CHRI 5655000060?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,500 (REGIONS BANK, TRUSTEE).
- How much revenue does K & M OTTERMAN TR FBO 1ST CHRI 5655000060 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $19,078, expenses of $10,653 and total assets of $248,115 at year end.
Other nonprofits in BIRMINGHAM
- UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC EIN 63-0649108 · last filed 990 for 2025
- SOUTHEASTERN CONFERENCE EIN 63-0377461 · last filed 990 for 2025
- NAVIGATE AFFORDABLE HOUSING PARTNERS INC EIN 63-0985617 · last filed 990 for 2024
- SAMFORD UNIVERSITY EIN 63-0312914 · last filed 990 for 2025
- ST VINCENTS BIRMINGHAM EIN 63-0288864 · last filed 990 for 2024
- UNITED WAY OF CENTRAL ALABAMA INC EIN 63-0288846 · last filed 990 for 2024
- SOUTHERN ENERGY CREDIT UNION EIN 63-0328360 · last filed 990 for 2024
- THE COMMUNITY FOUNDATION OF GREATER BIRMINGHAM EIN 63-1209631 · last filed 990 for 2024